Problem: This client generated hundreds of email sample requests that would be manually created, sometimes with different templates that the field sales person would have to keep track of and the sample clerks would have to fulfill. There were different types of sample requests (example 1), and different fulfillment locations. The original template was designed for one form, one sample, even though often times a client would want several different samples for comparison purposes (example 2). There was no easy way to track these requests (imagine getting hundreds of emails in your inbox to process) or to report on the kinds of requests coming in.

Example 1 Manual Sample Request

Example 2

Solution: Interlinx Associates created a custom Object for the Sample Request function currently done with an email template. There is one New Sample Request button (example 3), but there are two versions: one for Commercial and one for Retail. The function is similar, but there are different data fields depending on the type of Request.
Workflow is used to route the request to the appropriate resource and location. Depending on the type of request it can go to an outside vendor or an internal office. And reporting is a snap.

Example 3 Sample Request Record

Now a Salesperson just fills out a simple form in Salesforce.com (example 4). The form allows for the addition of multiple products to one request which results in time saving for the salesperson and fulfillment house. The form is submitted, sent by SFDC workflow via email to one of 2 fulfillment groups, and automatically attached to the Contact and Account. Sample requests are now easy to track and search.

Example 4 Sample Request Object

Interlinx has compiled an extensive collection of business problems that they have solved using CRM tools. Contact tzimmerman@interlinxassociates.com for more information.

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